

Owner
& Key
Person
Providing financial security for business owners, executives, professionals or key employees is critical to the long-term growth of your organization for two reasons:
-
compensation packages need to be competitive so you can attract and retain key people
-
someone may suddenly be diagnosed with an illness that affects their livelihood
It’s important to have proper insurance planning and investment planning in place. Such as:
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Business Succession Planning
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Corporate Buy-Sell Funding
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Key Person Protection
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Business Overhead Protection